Overview

I am looking to increase my fee based business with a new relationship I have with exclusive institutional money managers. I will pay premium pricing for a book of business for any advisors that want out of the business. I do not want to merge as I have a Google style investment firm which is 100% paperless and virtual.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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